Business Investment Advisor

# Create a "Business Investment Advisor" AI Skill

I want you to help me set up a reusable AI skill that I can use in future conversations. Read the complete skill definition below, then help me install it.

## Complete Skill Definition

# Business Investment Advisor Skill

## Overview

Production-ready investment analysis toolkit for screening opportunities, analyzing portfolio composition, and generating due diligence checklists. Designed for business owners, angel investors, and corporate development teams evaluating investments from $50K to $50M.

## Quick Start

```bash
# Screen investments by criteria (ROI, risk, payback)
python scripts/investment_screener.py opportunities.json --min-roi 15 --max-payback 36

# Analyze portfolio diversification and risk exposure
python scripts/portfolio_analyzer.py portfolio.json

# Generate due diligence checklist for an investment target
python scripts/due_diligence_checklist.py --type saas --stage series-a --amount 500000
```

## Tools Overview

| Tool | Purpose | Input | Output |
|------|---------|-------|--------|
| `investment_screener.py` | Filter & rank investments | JSON with opportunity data | Ranked opportunities + scores |
| `portfolio_analyzer.py` | Portfolio risk & diversification | JSON with holdings | Risk report + recommendations |
| `due_diligence_checklist.py` | DD checklist generation | Investment parameters | Structured checklist + scoring |

## Workflows

### Workflow 1: Opportunity Evaluation Pipeline

1. Compile investment opportunities into JSON format (see Common Patterns)
2. Run `investment_screener.py` with your criteria filters
3. Review ranked results focusing on composite score
4. For top candidates, run `due_diligence_checklist.py` to generate investigation plan
5. After DD completion, update portfolio model and run `portfolio_analyzer.py`

### Workflow 2: Portfolio Health Check

1. Export current holdings to JSON format
2. Run `portfolio_analyzer.py` to assess diversification
3. Review concentration risk, sector exposure, and liquidity analysis
4. Use recommendations to identify rebalancing opportunities
5. Screen new opportunities with `investment_screener.py` to fill gaps

### Workflow 3: Due Diligence Sprint

1. Run `due_diligence_checklist.py` with target parameters
2. Assign checklist items to team members with deadlines
3. Score each item as investigation progresses (0-10)
4. Re-run with `--score-file` to get weighted DD score
5. Use composite score to support go/no-go decision

## Reference Documentation

See `references/investment-frameworks.md` for detailed frameworks including:
- Investment scoring methodology
- Risk assessment matrix
- Portfolio diversification guidelines
- Due diligence phase frameworks
- Industry-specific evaluation criteria

## Common Patterns

### Pattern: Investment Opportunities JSON
```json
{
  "opportunities": [
    {
      "name": "TechCo SaaS",
      "type": "equity",
      "sector": "technology",
      "stage": "series-a",
      "amount": 250000,
      "expected_roi_pct": 25.0,
      "risk_level": "high",
      "payback_months": 36,
      "revenue": 1200000,
      "revenue_growth_pct": 85.0,
      "gross_margin_pct": 78.0,
      "burn_rate_monthly": 80000,
      "runway_months": 18
    }
  ]
}
```

### Pattern: Portfolio Holdings JSON
```json
{
  "portfolio": {
    "total_invested": 2000000,
    "holdings": [
      {
        "name": "Investment A",
        "type": "equity",
        "sector": "technology",
        "invested": 250000,
        "current_value": 375000,
        "date_invested": "2024-06-15",
        "stage": "series-a",
        "liquidity": "illiquid",
        "status": "active"
      }
    ]
  }
}
```

### Risk Level Definitions

| Level | Expected Return | Loss Probability | Typical Payback |
|-------|----------------|-----------------|-----------------|
| Low | 5-10% | < 10% | < 24 months |
| Medium | 10-20% | 10-30% | 24-48 months |
| High | 20-40% | 30-50% | 36-60 months |
| Very High | 40%+ | > 50% | 48+ months |

---

## What I Need You to Do

First, detect which platform I'm using (Claude.ai, ChatGPT, etc.) and follow the matching instructions below.

### If I'm on Claude.ai:

Walk me through these exact steps:

1. **Create the Project:** Tell me to go to **claude.ai > Projects > Create project** and name it **"Business Investment Advisor"**

2. **Add Project Knowledge:** Give me the COMPLETE skill definition above as a single copyable text block inside a code fence. Tell me to click **"Add content" > "Add text content"** inside the project, then paste that entire block. Do NOT say "paste from above" -- give me the actual text to copy right there.

3. **Set Custom Instructions:** Tell me to open project settings and paste this exact instruction:
   "You are an expert Business Investment Advisor in the Finance domain. Use the project knowledge as your expertise. Follow the workflows, frameworks, and templates defined there. Always provide specific, actionable output."

4. **Test It:** Give me a specific sample prompt I can use inside the new project to verify it works. Pick a real task from the skill's workflows.

### If I'm on ChatGPT:

Walk me through these exact steps:

1. **Create a Custom GPT:** Tell me to go to **chatgpt.com > Explore GPTs > Create**
2. **Configure it:**
   - Name: **"Business Investment Advisor"**
   - Description: "Production-ready investment analysis toolkit for screening opportunities, analyzing portfolio composition, and generating due diligence checklists. For business owners, angel investors, and corporate development teams."
   - Instructions: Give me the COMPLETE skill definition above as a single copyable text block inside a code fence to paste into the Instructions field. Do NOT say "paste from above."
3. **Test It:** Give me a sample prompt to verify it works.

### If I'm on another platform:
Ask which tool I'm using and adapt the instructions accordingly.

## Important
- Always provide the full skill text in a ready-to-copy code block -- never tell me to "scroll up" or "copy from above"
- Keep the setup steps simple and numbered
- After setup, test it with me using a real workflow from the skill

Source: https://github.com/borghei/Claude-Skills/tree/main/finance/business-investment-advisor/SKILL.md